International Business Machines Corporation $IBM Shares Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC boosted its holdings in International Business Machines Corporation (NYSE:IBM) by 21.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 36,046 shares of the technology company’s stock after purchasing an additional 6,342 shares during the quarter. Simplicity Wealth LLC’s holdings in International Business Machines were worth $7,928,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in IBM. Friday Financial boosted its position in shares of International Business Machines by 1.9% in the 2nd quarter. Friday Financial now owns 1,903 shares of the technology company’s stock worth $583,000 after purchasing an additional 35 shares in the last quarter. Trinity Wealth Management LLC grew its stake in shares of International Business Machines by 2.3% in the 2nd quarter. Trinity Wealth Management LLC now owns 1,695 shares of the technology company’s stock worth $477,000 after buying an additional 38 shares during the last quarter. Pettinga Financial Advisors LLC grew its stake in shares of International Business Machines by 3.6% in the 2nd quarter. Pettinga Financial Advisors LLC now owns 1,090 shares of the technology company’s stock worth $307,000 after buying an additional 38 shares during the last quarter. HHM Wealth Advisors LLC grew its stake in shares of International Business Machines by 4.6% in the 2nd quarter. HHM Wealth Advisors LLC now owns 928 shares of the technology company’s stock worth $261,000 after buying an additional 41 shares during the last quarter. Finally, Basecamp Wealth Advisors LLC increased its position in International Business Machines by 2.8% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 1,598 shares of the technology company’s stock valued at $387,000 after buying an additional 44 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Susquehanna lifted their price objective on International Business Machines from $235.00 to $256.00 and gave the company a “neutral” rating in a research note on Wednesday. Wall Street Zen raised International Business Machines from a “sell” rating to a “hold” rating in a report on Saturday. Argus cut their target price on International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a research note on Thursday, July 16th. JPMorgan Chase & Co. increased their target price on International Business Machines from $250.00 to $269.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Citic Securities raised their price target on International Business Machines from $294.00 to $297.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $266.12.

Insider Transactions at International Business Machines

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the sale, the senior vice president owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. The trade was a 34.34% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.27% of the company’s stock.

International Business Machines Price Performance

IBM opened at $253.69 on Friday. The company’s 50-day simple moving average is $233.06 and its two-hundred day simple moving average is $243.70. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.74 and a current ratio of 0.85. The stock has a market capitalization of $239.01 billion, a P/E ratio of 21.63, a P/E/G ratio of 2.43 and a beta of 0.73. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, October 21st. The technology company reported $2.95 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.10. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The firm had revenue of $17.10 billion during the quarter, compared to analyst estimates of $16.82 billion. During the same period in the previous year, the business posted $2.65 earnings per share. The business’s revenue for the quarter was up 4.7% on a year-over-year basis. As a group, analysts predict that International Business Machines Corporation will post 12.41 EPS for the current year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be issued a $1.69 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $6.76 annualized dividend and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is currently 57.63%.

Key Stories Impacting International Business Machines

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: IBM reported third-quarter revenue of $17.1 billion, up 4.7% year over year, while adjusted EPS of $2.95 exceeded analyst expectations. Software growth accelerated to 9% at constant currency, infrastructure demand improved, and operating pretax margins expanded by 70 basis points. IBM Beats Q3 Earnings Estimates on Software, Infrastructure Growth
• Positive Sentiment: Management raised its full-year free-cash-flow outlook, supported by stronger software performance, Red Hat demand and enterprise AI activity. Transaction-processing revenue also rose 10%, suggesting improving demand in key recurring-revenue businesses. IBM: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Several analysts raised their earnings estimates or price targets following the results. Erste Group increased its FY2027 EPS forecast to $13.40 from $13.13, while JPMorgan, RBC and Stifel reiterated positive ratings and lifted targets. IBM Analyst Estimates and Ratings
• Neutral Sentiment: IBM’s updated FY2026 revenue guidance of $70.2 billion to $70.9 billion broadly brackets the $70.4 billion consensus estimate. The outlook was not meaningfully raised, leaving investors focused on whether the software rebound can continue.
• Neutral Sentiment: IBM declared a quarterly dividend of $1.69 per share, or $6.76 annualized, reinforcing its appeal to income-oriented investors. A separate dividend-stock article highlighted IBM’s decades-long record of payout increases. IBM Declares $1.69 Dividend
• Negative Sentiment: Investors remain concerned that roughly half of the software growth benefited from the Confluent acquisition and that management’s unchanged revenue outlook implies slower growth later in the year. IBM’s comments that lower-cost, open-weight AI models can deliver comparable performance also raised questions about pricing power and AI monetization. Why Isn’t IBM’s Stock Bouncing Back After Strong Earnings Results?
• Negative Sentiment: Some analysts view IBM’s valuation as demanding relative to its modest underlying growth, while slower Consulting performance, debt and uncertainty over the durability of the software rebound could limit further upside.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.